Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q2 2023
Institutional positions in Coca Cola Co as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,889
- +28 vs. Q1 2023
- Shares held
- 3.04B
- +26.6K (0.0%) vs. Q1 2023
- Total value
- $182.9B
- −$4.95B (−2.6%) vs. Q1 2023
- New holders
- 140
- 1,212 more added
- Sold out
- 112
- 1,177 more reduced
21 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $181 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $422 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 11 | $644 | 0.00% | +11 | New |
| Safeguard Financial, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $1.02K | 0.00% | −11−39.3% | Reduced |
| USA Financial Portformulas Corp | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 52 | $3.16K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 53 | $3.19K | 0.00% | −2,342−97.8% | Reduced |
| IAG Wealth Partners, LLC | 55 | $3.31K | 0.00% | −200−78.4% | Reduced |
| Ulland Investment Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 99 | $5.95K | 0.00% | +99 | New |
| Kathleen S. Wright Associates Inc. | 99 | $5.96K | 0.00% | −11,000−99.1% | Reduced |
| Hoese & Co LLP | 100 | $6.02K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15,742 | $6.75K | 0.03% | +336+2.2% | Added |
| West Financial Advisors, LLC | 114 | $6.87K | 0.00% | +114 | New |
| Morton Brown Family Wealth, LLC | 118 | $7.11K | 0.00% | −42−26.3% | Reduced |
| Biglari Capital Corp. | 120 | $7.23K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 120 | $7.23K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $7.47K | 0.01% | +124 | New |
| Newton One Investments LLC | 126 | $7.58K | 0.00% | +1+0.8% | Added |
| PayPay Securities Corp | 132 | $7.95K | 0.49% | −5−3.6% | Reduced |
| Macroview Investment Management LLC | 146 | $8.76K | 0.01% | +88+151.7% | Added |
| Insight Financial Services | 148 | $8.91K | 0.02% | +48+48.0% | Added |
| Evolution Advisers, Inc. | 154 | $9.00K | 0.01% | +11+7.7% | Added |
| Ridgewood Investments LLC | 150 | $9.03K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 150 | $9.06K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 154 | $9.27K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 188 | $11.3K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 193 | $11.6K | 0.01% | −3,600−94.9% | Reduced |
| SkyView Investment Advisors, LLC | 197 | $12.0K | 0.00% | +100+103.1% | Added |
| True Wealth Design, LLC | 205 | $12.4K | 0.00% | −43−17.3% | Reduced |
| Worth Asset Management, LLC | 216 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 216 | $13.0K | 0.01% | −245−53.1% | Reduced |
| JDM Financial Group LLC | 218 | $13.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 226 | $14.0K | 0.00% | +88+63.8% | Added |
| NewSquare Capital LLC | 237 | $14.3K | 0.00% | −270−53.3% | Reduced |
| Stone House Investment Management, LLC | 262 | $15.7K | 0.01% | +32+13.9% | Added |
| Delos Wealth Advisors, LLC | 278 | $16.7K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 303 | $18.2K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 311 | $18.7K | 0.01% | +311 | New |
| Eukles Asset Management | 312 | $18.8K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 314 | $19.0K | 0.00% | +1+0.3% | Added |
| Creative Capital Management Investments LLC | 320 | $19.3K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 340 | $20.5K | 0.01% | −14−4.0% | Reduced |
| GoalVest Advisory LLC | 342 | $20.6K | 0.01% | −1,999−85.4% | Reduced |
| Horrell Capital Management, Inc. | 356 | $21.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 350 | $21.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 358 | $22.0K | 0.01% | +1+0.3% | Added |
| HBC Financial Services, PLLC | 408 | $24.0K | 0.02% | +136+50.0% | Added |
| Dougherty Wealth Advisers LLC | 400 | $24.1K | 0.03% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $24.1K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 400 | $24.1K | 0.02% | +2+0.5% | Added |
| Carolina Wealth Advisors, LLC | 446 | $26.9K | 0.02% | +140+45.8% | Added |
| Paladin Advisory Group, LLC | 469 | $28.2K | 0.02% | +469 | New |
| Proffitt & Goodson Inc | 477 | $28.7K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 485 | $29.2K | 0.02% | +4+0.8% | Added |
| KB Financial Partners, LLC | 501 | $30.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 504 | $30.4K | 0.00% | −5−1.0% | Reduced |
| Venturi Wealth Management, LLC | 505 | $30.4K | 0.00% | +95+23.2% | Added |
| Horizons Wealth Management | 525 | $31.6K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 553 | $33.3K | 0.01% | +3+0.5% | Added |
| VitalStone Financial, LLC | 545 | $34.0K | 0.02% | +173+46.5% | Added |
| Meitav Dash Investments Ltd | 569 | $34.4K | 0.00% | +569 | New |
| AM Squared Ltd | 600 | $36.1K | 0.04% | +600 | New |
| Beaird Harris Wealth Management, LLC | 601 | $36.2K | 0.00% | +4+0.7% | Added |
| Altshuler Shaham Ltd | 605 | $36.4K | 0.00% | −86−12.4% | Reduced |
| Red Tortoise LLC | 612 | $36.9K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 621 | $37.4K | 0.03% | +80+14.8% | Added |
| Belmont Capital, LLC | 621 | $37.4K | 0.02% | +446+254.9% | Added |
| Financial Connections Group, Inc. | 656 | $39.0K | 0.03% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 651 | $39.2K | 0.02% | +651 | New |
| Arcadia Investment Management Corp | 661 | $39.8K | 0.01% | +3+0.5% | Added |
| Clear Investment Research, LLC | 682 | $41.1K | 0.07% | +81+13.5% | Added |
| Kepos Capital LP | 696 | $42.0K | 0.01% | +696 | New |
| Blue Bell Private Wealth Management, LLC | 701 | $42.2K | 0.01% | +200+39.9% | Added |
| Annapolis Financial Services, LLC | 712 | $42.9K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 741 | $44.0K | 0.01% | +741 | New |
| Timber Creek Capital Management LLC | 742 | $44.7K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 749 | $45.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 749 | $45.1K | 0.02% | +49+7.0% | Added |
| Avion Wealth | 781 | $46.0K | 0.01% | +332+73.9% | Added |
| Spotlight Asset Group, Inc. | 791 | $47.6K | 0.04% | +791 | New |
| Cranbrook Wealth Management, LLC | 800 | $48.2K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 814 | $49.0K | 0.02% | +814 | New |
| Financial Avengers, Inc. | 827 | $49.8K | 0.03% | +6+0.7% | Added |
| Y.D. More Investments Ltd | 834 | $50.2K | 0.01% | −68−7.5% | Reduced |
| Raffa Wealth Management, LLC | 851 | $51.2K | 0.02% | +31+3.8% | Added |
| Nalls Sherbakoff Group, LLC | 870 | $51.9K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 868 | $52.3K | 0.02% | −10−1.1% | Reduced |
| PrairieView Partners, LLC | 927 | $55.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 905 | $55.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 917 | $55.3K | 0.04% | +7+0.8% | Added |
| Stephens Consulting, LLC | 950 | $57.2K | 0.02% | −65−6.4% | Reduced |
| MRP Capital Investments, LLC | 950 | $57.2K | 0.06% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 964 | $58.0K | 0.00% | −132−12.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 994 | $59.9K | 0.03% | +994 | New |